See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,787 |
BAKER NEWMAN NOYES7 years Service code 10 · EIN 01-0494526 | Accounting | $30,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,831 |
Service code 27 27 GARDEN STREET · DANVERS, MA 01923 | Advisory (Plan) | $23,000 |
MCCARTER & ENGLISH4 years Filed as: MCCARTER & ENGLISH LLP Service code 29 FOUR GTWY CTR 100 MULBERRY ST · NEWARK, NJ 07102 | Legal | $3,315 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,986 | $104,697+7.9% | $96,544+17.0% | $80,160+41.0% |
| Participation rate | 91.2% | 86.4%+4.8pp | 76.0%+15.2pp | 72.9%+18.2pp |
| Annual return | 18.63% | 21.78%-3.2pp | 25.84%-7.2pp | 40.38%-21.8pp |
| Employer contribution / active EE | $3,549 | $3,536+0.4% | $2,965+19.7% | $2,978+19.2% |
| Participant deferral / active EE | $6,998 | $6,188+13.1% | $4,851+44.3% | $5,017+39.5% |
| Admin fee / account holder | $170 | $107+58.8% | $8,252-97.9% | $145+17.0% |